Jennifer Lucas
@jendlucas
Executive support and operations professional with 25 years of experience helping leaders, teams, projects, and processes run smoothly.
United StatesWhat I'm looking for
I bring more than 20 years of experience supporting executive operations and cross-functional priorities across financial services, healthcare, technology, telecommunications, and manufacturing.
I partner with senior leaders on complex calendars, board activities, leadership meetings, travel, expenses, and confidential business matters. I also coordinate companywide operations across multiple locations, including workplace services, facilities, vendor relationships, procurement, subscriptions, office relocations, and branded merchandise programs.
Working closely with Human Resources, Information Technology, and Compliance, I lead onboarding logistics to ensure new hires have organized schedules, prepared workspaces, equipment, access, and day-one resources. I’m known for keeping priorities moving through clear communication, thorough documentation, action-item tracking, and practical process improvements.
Experience
Work history, roles, and key accomplishments
Office Administrator | Executive Operations & Project Coordination
Clearstead Advisors LLC
Aug 2026 - Present (1 month)
Coordinate multi-office operations, lead onboarding logistics, manage firmwide meetings, and support office relocations and vendor relationships.
Executive Assistant | Office Administrator
Clearstead Advisors LLC
Jan 2020 - Jul 2026 (6 years 6 months)
Served as a trusted partner to five C-suite executives, managing complex calendars and coordinating leadership meetings and enterprise initiatives.
Executive Assistant
Clearstead Advisors LLC
Dec 2010 - Dec 2019 (9 years)
Supported senior executives with calendar and priority management, domestic travel, and executive communications. Managed logistics for board and leadership meetings.
Executive Assistant
Bravo Wellness LLC
Mar 2010 - Dec 2010 (9 months)
Supported executive and business operations through scheduling, travel, accounts payable and receivable, HR coordination, and office administration.
Coordinated departmental operations for physicians, leaders, and multidisciplinary teams, including schedules, meetings, and confidential records.
Regional Network Operations Assistant
U.S. Cellular
May 2005 - Feb 2007 (1 year 9 months)
Supported West Region leadership and technical workforce by coordinating meetings, communications, travel, events, and network-operations activities.
Executive Assistant
Callidus Technologies
Mar 2002 - May 2005 (3 years 2 months)
Supported the CEO and business operations through complex scheduling, domestic travel, meetings, and executive communications.
Education
Degrees, certifications, and relevant coursework
IAP Career College
Office Manager Certification, Office Management
Completed the Office Manager Certification from IAP Career College in 2022.
University of California, Irvine
Fundamentals of Management, Management
Completed the Fundamentals of Management course through Coursera in 2022.
Oral Roberts University
Completed coursework at Oral Roberts University in Tulsa, Oklahoma.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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